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How to Escalate a Casebook and reassign it to a Different Analyst

This is done through the casebook area, the 5th tab down vertically on the left-hand navigation. All of the available casebooks will appear.

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Select the edit pencil on the case book you want to edit.

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Change the status on the right-hand details to “Escalate”

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Choose the new assignee you want to escalate to, and the casebook will autosave.

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